Pick from many available internet lead sources that are already integrated with SalesExec or add new ones. Easily track marketing channel, lead source, and campaign attribution.
Quickly integrate with the SalesExec API to push lead updates from internal applications or utilize services like Zapier to capture leads from tradeshows, webinars, landing pages, and other applications.
A dedicated customer success manager will ensure you have access to all the information you need to integrate your internal applications with the ClickPoint API.
Create dynamic call flows that capture and route calls to your sales team while integrating vital call metrics that can be displayed in SalesExec dashboards or exported easily through our REST API.
Sales Director, TruGreen
“Since working with ClickPoint, we have increased our digital sales by approximately 75%. Recent updates enabled us to grow more efficiently at scale, only adding to our success and delivering the exact formula needed to drive leads and sales in the rapidly evolving consumer services segment.”
Owner, American Mortgage Group
“ClickPoint integrated with our phone solution, customized the sales solution around our needs, allowing us to reach more prospects at critical stages of their buying journey. As a result we increased total sales applications by 20%.”
“We doubled sales head count in less than 60 days. We are up double digits in gross sales as a result of the SalesExec solution.”
Director, Terminix Customer Center
“ClickPoint reduced response time on leads from 30 minutes to less than 5, helping to close more deals, increasing productivity by 66%!”
Director, Didgital Marketing Servicemaster
“ServiceMaster chose SalesExec lead management solution for branch locations nationwide, because it has consistently delivered when we need it.”
Sales Engagement with Lead Management, designed to simplify the sales process and improve the number of meaningful conversations between salespeople and potential customers.
Inbound call routing with an outbound call prioritization and dialing solution. Improve both inbound call handling and outbound dialing with text messaging.
Create multiple sales workflows with customized lead status
Multiple user permission levels and account hierarchy
Add lead fields with field permissions
Import lead lists, add leads, and export leads
Track Marketing Channel, Campaign, and Lead Source ROI
Integrate third party lead sources
Automated email nurture with email template designer
Text SMS delivery with compliant messaging solution
Webhooks to update lead data or extract lead data
Lead routing options include Push and Pull strategies
Prioritize lead assignment based on criteria, first in, state calling hours, teams, and more
Respond to leads instantly via iOS or Android mobile device
Intelligent Routing: Shotgun, Queues, Criteria, Forwarding, Redirect
Salespeople opt to receive calls or set as unavailable
Interactive sales scripts to help salespeople convert inbound calls
Salespeople receive real-time inbound call notifications
Configure queues, redirect calls, messages, text to speech
Purchase 1-800 or local numbers
Dial leads from local area codes
Pre-recorded voicemails delivered instantly
Update leads with status and action
Pull leads and allow prioritization
State calling hours and DNC list management
View real-time team performance
Listen to calls for coaching opportunities
Deliver emails based on lead status and action
Team members can pre-screen calls and transfer